+75.0%
COMB vs VOO
+82.6%
-7.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +1.7% | +0.1% | +1.6% | +1.7% |
| 30D | +10.2% | +0.1% | +10.2% | +10.2% |
| 3M | +5.7% | +2.0% | +3.7% | +5.3% |
| 6M | +15.8% | +13.0% | +2.8% | +13.0% |
| YTD | +32.6% | +13.6% | +19.0% | +29.2% |
| 1Y | +43.1% | +20.1% | +23.0% | +37.7% |
| 3Y | +50.5% | +77.6% | -27.0% | +32.1% |
| All | +75.0% | +82.6% | -7.6% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling